+99.9%
COWG price history and return analytics
+98.9%
+1.0%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.7% |
| 7D | -1.8% | -1.1% | -0.6% | -0.4% |
| 30D | -0.6% | -1.0% | +0.4% | +0.6% |
| 3M | +1.4% | +3.2% | -1.7% | -2.2% |
| 6M | +13.0% | +12.5% | +0.5% | -2.0% |
| YTD | +11.3% | +14.1% | -2.7% | -5.1% |
| 1Y | +8.5% | +18.9% | -10.4% | -12.1% |
| 3Y | +76.7% | +74.1% | +2.6% | -7.9% |
| All | +99.9% | +98.9% | +1.0% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling